EstateClose support
Careful records start with a clear next step.
Use this guide to set up an estate, protect its evidence, and resolve the most common workflow questions.
A sound first accounting
- 01
Create the estate
Add the estate's name, jurisdiction, date of death, and your role. Use the legal records available to you.
- 02
Establish the opening position
Add estate accounts, interested people, known assets, and claims. Confirm opening balances before activity grows.
- 03
Post from evidence
Record each receipt, expense, transfer, advance, reimbursement, or distribution and attach the source document.
- 04
Reconcile and back up
Import statements, resolve the difference to zero, then create an encrypted complete backup before major milestones.
Answers built around the record
Where is my estate data stored?
Estate records and attached evidence are stored in EstateClose’s protected local storage on your device. The app does not require an account or upload your ledger to an EstateClose server.
How should I protect against a lost or damaged device?
Create an encrypted complete backup from More → Data & backup, use a unique password of at least 10 characters, and save the backup somewhere you control. Keep the password separately; EstateClose cannot recover it.
Why can’t I edit a posted transaction?
Posted entries are intentionally immutable so the audit trail remains trustworthy. Open the transaction and use a reversal, then post the corrected entry.
What does reconciliation difference mean?
It is the amount between the closing balance on the statement and the balance EstateClose calculates from reviewed activity. Finish only when the difference is exactly $0.00.
Can EstateClose read every receipt automatically?
It uses on-device recognition to suggest values, but document quality and formats vary. Always compare suggestions with the original evidence before posting.
Does EstateClose replace a lawyer or accountant?
No. EstateClose organizes records and produces accounting materials. It does not determine legal rights, tax treatment, fiduciary duties, court requirements, or filing deadlines.
Recordkeeping aid—not professional advice
EstateClose can help organize information, but it cannot verify every entry, make decisions, meet deadlines, or replace an attorney, accountant, tax professional, or fiduciary. You remain solely responsible for every action and use the app and its outputs at your own risk. Read the complete disclaimer.